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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IronBridge Private Wealth, LLC

Quarter ended Q4 2025 · Filed February 23, 2026 · Accession 0001172661-26-001321

Total Value
$316.0M
Positions
79
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (79)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATIONNVDA502,541$93.8M29.68%
2J P MORGAN EXCHANGE TRADED F46641Q837268,095$13.6M4.30%
3ISHARES TR464287507198,246$12.9M4.09%
4PUTNAM ETF TRUST746729854253,509$12.9M4.08%
5ISHARES TR46428765550,470$12.4M3.93%
6SPDR GOLD TRGLD30,853$12.2M3.87%
7SERIES PORTFOLIOS TR81752T536281,451$12.0M3.78%
8ALPS ETF TR00162Q452230,143$10.8M3.42%
9VANECK ETF TRUST92189F106118,153$10.1M3.21%
10SPDR S&P 500 ETF TRSPY14,552$9.9M3.14%
11PALANTIR TECHNOLOGIES INCPLTR43,751$7.8M2.46%
12ALPHABET INCGOOG23,508$7.4M2.33%
13NVIDIA CORPORATIONNVDA38,681$7.2M2.28%
14ISHARES TR46428751555,878$5.9M1.87%
15ISHARES TR46428867947,243$5.2M1.65%
16EZCORP INCEZPW242,222$4.6M1.46%
17FIRST TR EXCHANGE TRADED FD33734X17626,197$4.4M1.39%
18MICROSOFT CORPMSFT9,024$4.4M1.38%
19FIRST TR EXCHANGE TRADED FD33734X10160,359$4.1M1.30%
20SPDR SERIES TRUST78468R66341,664$3.8M1.21%
21HONEYWELL INTL INC43851610619,443$3.8M1.20%
22CATERPILLAR INCCAT6,321$3.3M1.06%
23AMAZON COM INCAMZN14,199$3.3M1.04%
24ALIBABA GROUP HLDG LTDBBAAY18,430$2.7M0.85%
25SELECT SECTOR SPDR TR81369Y80318,646$2.7M0.85%
26ISHARES TR46428718466,216$2.5M0.80%
27PUTNAM ETF TRUST74672985444,737$2.3M0.72%
28ISHARES TR46428750734,506$2.3M0.71%
29TEXAS INSTRS INC88250810412,241$2.1M0.67%
30VANGUARD INDEX FDS9229087696,249$2.1M0.66%
31SERIES PORTFOLIOS TR81752T53646,096$2.0M0.62%
32ISHARES TR4642876557,918$1.9M0.62%
33SPDR GOLD TRGLD4,908$1.9M0.62%
34FIRST TR EXCHANGE-TRADED FD33734410513,446$1.9M0.60%
35ISHARES SILVER TRSLV27,537$1.8M0.56%
36VANECK ETF TRUST92189F10619,079$1.6M0.52%
37ALPS ETF TR00162Q45233,840$1.6M0.50%
38SPDR S&P 500 ETF TRSPY2,312$1.6M0.50%
39ISHARES TR4642872001,825$1.2M0.39%
40PALANTIR TECHNOLOGIES INCPLTR6,480$1.2M0.36%
41ALPHABET INCGOOG3,667$1.1M0.36%
42VOLATILITY SHS TR92864M78098,111$1.0M0.33%
43ISHARES TR4642875159,595$1.0M0.32%
44APPLE INCAAPL3,555$966,4620.31%
45J P MORGAN EXCHANGE TRADED F46641Q83717,699$897,8710.28%
46COREWEAVE INCCRWV10,116$724,4060.23%
47MICROSOFT CORPMSFT1,457$704,6340.22%
48ISHARES TR4642886796,295$695,5350.22%
49FIRST TR EXCHANGE TRADED FD33734X1019,944$678,3800.21%
50FIRST TR EXCHANGE TRADED FD33734X1764,029$676,8320.21%
51HONEYWELL INTL INC4385161063,332$650,0400.21%
52AMAZON COM INCAMZN2,364$545,6580.17%
53JPMORGAN CHASE & CO.VYLD1,674$539,3960.17%
54CATERPILLAR INCCAT1,007$531,5650.17%
55FIRST TR EXCHANGE-TRADED FD3373441053,275$462,1360.15%
56EXXON MOBIL CORPXOM3,826$460,4210.15%
57SPDR SERIES TRUST78468R6634,852$445,1710.14%
58ALIBABA GROUP HLDG LTDBBAAY3,017$442,2320.14%
59ISHARES TR46428718410,968$419,9650.13%
60SELECT SECTOR SPDR TR81369Y8032,807$404,1240.13%
61VANGUARD INDEX FDS922908363601$376,9050.12%
62INVESCO EXCHANGE TRADED FD TIVZ1,844$349,8070.11%
63ACCENTURE PLC IRELANDACN1,138$305,3250.10%
64SCHWAB STRATEGIC TR80852480511,870$276,3340.09%
65WILLIAMS COS INC9694571004,157$263,3460.08%
66TESLA INCTSLA581$261,2870.08%
67BERKSHIRE HATHAWAY INC DELBRK-A483$242,8240.08%
68META PLATFORMS INCMETA348$229,7110.07%
69HOME DEPOT INCHD618$212,6540.07%
70ISHARES SILVER TRSLV2,967$191,1340.06%
71ENERGY TRANSFER L PET-PI10,642$182,6100.06%
72VOLATILITY SHS TR92864M78014,815$156,5950.05%
73COREWEAVE INCCRWV2,100$150,3810.05%
74TESLA INCTSLA110$49,4690.02%
75META PLATFORMS INCMETA53$34,9850.01%
76KOSMOS ENERGY LTDKOS10,000$16,6000.01%
77VANGUARD INDEX FDS92290836320$12,5430.00%
78BERKSHIRE HATHAWAY INC DELBRK-A15$7,5420.00%
79ACCENTURE PLC IRELANDACN1$2680.00%